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Chapter 19 - Testing Your Template

Modified on: Tue, 25 Feb, 2014 at 9:32 AM

Testing your Template

Online Template Builder offers a
testing interface that allows you to see your document the same way the end
user will. It is suggested that you always test your templates carefully before
making them live in the site.

*Before testing make sure you
have "Committed Changes" that you have made to the template. If you
uploaded a new PDF you must commit changes as well, otherwise you will not see
the new PDF that you have uploaded.

Locating the Testing Links:

1) From the Templates page - Click on the magnifying glass below the template image
icon. If you choose to test from the template page by default a new window in
your browser will open up and you will be brought to the template testing area
immediately.

2) You can also test from
inside the "Edit" area for the template.
To do this, click on the pencil icon below the template icon and then at the
top of the edit page you can click on the "Testing" link. Be sure
that if you made any changes that you have located a commit changes button and
committed those changes you made!

If you click on the testing link
from inside the particular template edit area, you will be given a choice to
either:

• Test in a new window, or

• Test in a new tab (same window)

Testing the Production File

In the Interactive Designer
version - complete the prompts in the
template and then click on the "Approve / Checkout" button at the top
of the page. The next page will show you a proof. Click on the acceptance
button at the bottom of the page and continue.

2) In the Forms Based version - After completing the required prompts, update preview and then
select the "Finished Editing" button at the bottom of the
screen.

Downloading the Production
File

To download and test the production
file generated from your test, go to the "Orders" tab at the top of
the page.